We are excited to put down roots in Atlanta, our second home on the East Coast. Located in Buckhead, our team is proud to partner with clients across Metro Atlanta, including Johns Creek, Marietta, Roswell, and Sandy Springs. Clients benefit from our financial advisors’ deep experience navigating major liquidity events, tax planning, and executive compensation packages found at companies like Delta Air Lines, The Home Depot, The Coca-Cola Company, and UPS.
3372 Peachtree Road NE, Suite 115
Atlanta, GA 30326